BWM

Baron Wealth Management Portfolio holdings

AUM $282M
1-Year Est. Return 17.97%
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$782K
3
+$538K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$363K
5
META icon
Meta Platforms (Facebook)
META
+$302K

Top Sells

1
+$1.48M
2
+$1.14M
3
+$750K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$592K
5
F icon
Ford
F
+$569K

Sector Composition

1 Consumer Discretionary 13.25%
2 Technology 11.26%
3 Healthcare 7.29%
4 Industrials 6.55%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$663K 0.47%
1,403
+18
27
$649K 0.46%
2,877
+13
28
$639K 0.45%
3,737
29
$635K 0.45%
9,083
+16
30
$613K 0.43%
3,194
+2
31
$609K 0.43%
3,049
-1
32
$603K 0.43%
1,739
33
$598K 0.42%
2,988
+632
34
$583K 0.41%
4,476
+285
35
$583K 0.41%
3,267
+4
36
$580K 0.41%
7,528
+33
37
$579K 0.41%
3,149
+585
38
$571K 0.4%
8,290
-2
39
$563K 0.4%
1,633
+16
40
$561K 0.4%
1,577
-3
41
$532K 0.38%
19,160
42
$532K 0.38%
6,462
43
$530K 0.38%
11,120
44
$510K 0.36%
2,417
-74
45
$504K 0.36%
18,678
46
$490K 0.35%
4,895
-324
47
$488K 0.35%
1,376
+66
48
$481K 0.34%
2,935
49
$472K 0.33%
8,379
+537
50
$468K 0.33%
1,246
-1,994
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